WELZ FINANCIAL SERVICES, INC.

WELZ FINANCIAL SERVICES, INC. of STOCKTON, CA is an SEC-registered investment adviser (CRD 144489). Regulatory assets under management: $78.3M.

Registration

• CRD: 144489
• SEC file number: 801-68163
• Type: Registered investment adviser
• Location: 7474 SHORELINE DRIVE, SUITE 4, STOCKTON, CA, 95219-5468
• Phone: 209-472-9359
• Latest filing: 2012-03-21
• Regulatory AUM: $78.3M
• Discretionary AUM: $78.3M
• Clients: 1
• Accounts: 334

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 144489 on SEC IAPD (source of record)
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